WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 177 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $296,891 | -0.1% | 4,900 | 0.0% | 0.01% | -11.1% |
Q4 2022 | $297,185 | -31.8% | 4,900 | -39.0% | 0.01% | -40.0% |
Q3 2022 | $436,000 | -6.2% | 8,030 | 0.0% | 0.02% | -6.2% |
Q2 2022 | $465,000 | -10.2% | 8,030 | 0.0% | 0.02% | +6.7% |
Q1 2022 | $518,000 | -0.4% | 8,030 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $520,000 | +181.1% | 8,030 | +413.1% | 0.02% | +150.0% |
Q2 2021 | $185,000 | +12.8% | 1,565 | 0.0% | 0.01% | -14.3% |
Q4 2020 | $164,000 | +11.6% | 1,565 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $147,000 | +19.5% | 1,565 | 0.0% | 0.01% | -12.5% |
Q1 2020 | $123,000 | -25.5% | 1,565 | 0.0% | 0.01% | -11.1% |
Q4 2019 | $165,000 | +8.6% | 1,565 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $152,000 | 0.0% | 1,565 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $152,000 | +2.7% | 1,565 | 0.0% | 0.01% | -10.0% |
Q1 2019 | $148,000 | +12.1% | 1,565 | 0.0% | 0.01% | -16.7% |
Q4 2018 | $132,000 | -12.0% | 1,565 | 0.0% | 0.01% | +9.1% |
Q3 2018 | $150,000 | +2.0% | 1,565 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $147,000 | -5.8% | 1,565 | -10.3% | 0.01% | -8.3% |
Q1 2018 | $156,000 | -3.7% | 1,745 | 0.0% | 0.01% | -14.3% |
Q4 2017 | $162,000 | +5.9% | 1,745 | 0.0% | 0.01% | -22.2% |
Q3 2017 | $153,000 | +15.0% | 1,745 | +11.5% | 0.02% | +5.9% |
Q2 2017 | $133,000 | +1.5% | 1,565 | 0.0% | 0.02% | -10.5% |
Q1 2017 | $131,000 | – | 1,565 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
626 Financial, LLC | 314,548 | $18,926,332 | 12.80% |
Pinnacle Financial Group, LLC / IL | 308,137 | $18,540,594 | 11.03% |
Vertex Planning Partners, LLC | 338,573 | $20,371,932 | 7.01% |
Melone Private Wealth, LLC | 114,754 | $6,904,734 | 4.94% |
FFG RETIREMENT ADVISORS LLC | 96,567 | $5,810,436 | 4.82% |
Avant Capital LLC | 29,271 | $1,761,256 | 2.01% |
KLR INVESTMENT ADVISORS, LLC | 22,357 | $1,354,637 | 1.23% |
Capital Advisory Group Advisory Services, LLC | 34,282 | $2,062,748 | 1.17% |
Connecticut Wealth Management, LLC | 282,675 | $17,008,555 | 1.16% |
MGO Private Wealth, LLC | 21,831 | $1,313,587 | 0.98% |